+46.9%
CVX vs PLTU
+134.3%
-87.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.3% | -3.3% | +0.9% |
| 7D | -1.7% | -0.9% | -0.8% | -1.7% |
| 30D | -0.8% | -34.7% | +33.9% | -0.3% |
| 3M | +9.4% | -10.8% | +20.2% | +9.3% |
| 6M | +17.5% | +24.1% | -6.5% | +16.2% |
| YTD | +43.8% | -36.8% | +80.7% | +44.4% |
| 1Y | +41.9% | -47.0% | +88.9% | +43.1% |
| All | +46.9% | +134.3% | -87.4% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling